Financial Planning

Financial Planning

Stonebrook believes that a sound plan is the best first step toward reaching your financial goals. Using sophisticated tools, we can help you clearly define your goals and risk tolerances, plan for special circumstances, and help you reach those goals.

Stonebrook uses state of the art software to help define the client risk tolerances and objectives that will guide the portfolio management process, as well as produce a mathematical model to forecast the probability of meeting your goals.

Stonebrook Capital Management has experience helping company executives manage company stock options including specific advice on NUA strategies, and sensible, long term planning for the diversification of concentrated equity positions.

We are experts in IRAs and can assist you with complex questions regarding rollovers, Roth IRA conversions, and multi-generation stretch IRA strategies.

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Stonebrook Capital Management, Inc (SCM) is a registered Investment Advisor with the State of Illinois. The information contained on this website is intended as a general description of SCM and is not a solicitation to residents of any state where SCM is not authorized to do so. Furthermore the information contained on the website is not intended to be personal investment advice, nor a solicitation for any services. Investment advice can only be given after the Form ADV part II has been distributed to the client. Links contained on this website to outside websites are not the responsibility of SCM. The information from outside sources is believed to be reliable, though SCM cannot guarantee the accuracy or completeness.